The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. We have to pay attention to this, and we have to understand why this is potentially a risky asset. Precisely because we look at it and we’re like, wait a second, if this risk goes wrong, not only do I lose my assets, but I lose my job.

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The Big Picture

DECEMBER 13, 2023

Not that different from the tulip mania (see the picture below), the dot-com boom, or the house flippers and mortgage boom of 2006-2008 (see the Big Short for similar stories of excess). The madness of crowds is fascinating, fun, and good for a morality tale but it doesn’t really tell us much about the underling asset.

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Discipline Funds

JANUARY 17, 2025

I’m increasingly convinced that almost every asset purchase we ever make is just a temporal decision. How do your assets relate to your liabilities and expenses across time. For example, if you’d purchased a home in 2006 at the precise peak in home prices you’d go 15 years until you were even (using real returns).

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The Big Picture

SEPTEMBER 23, 2023

This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He oversees the firm’s liquid and private credit strategies, and also serves as a portfolio manager within Oaktree’s global private debt and global credit strategies.

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Management Medical Portfolio Management Economics 182

The Big Picture

AUGUST 8, 2023

60 Years of Uncertainty Hites Ahir, Nicholas Bloom, Davide Furceri IMF, March 2020 _ 1.

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The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. trillion in assets under supervision. JULIAN SALISBURY, CHIEF INVESTMENT OFFICER OF ASSET AND WEALTH MANAGEMENT, GOLDMAN SACHS: Thanks, Barry. And I think you will also.

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Zoe Financial

NOVEMBER 18, 2024

It’s important to consider not just debt but also assets and discretionary income when evaluating the overall financial health of consumers. Overall, consumer balance sheets are in strong shape , especially when compared to the Great Recession (2006-2007). Stay tuned for next week.

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Marketing Marketing Taxes Economics 40

Good Financial Cents

AUGUST 14, 2023

The creator(s) of this first-of-its-kind asset developed the cryptocurrency in response to the Great Recession of 2007-2009 , spurred by a distrust of the traditional banking system and concerns about its stability. Read on for insights on Bitcoin milestones, historical returns, and how its returns compare to those of other assets.

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Brown Advisory

NOVEMBER 8, 2018

Private Credit: A Surprisingly All-Weather Asset Class. Private credit has experienced a post-recession boom, but with rates rising steadily and default risk possibly increasing as well, some view the asset class with caution. Does the asset class still make sense in this environment? Thu, 11/08/2018 - 09:35.

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The Big Picture

MARCH 7, 2023

 The transcript from this week’s, MiB: Maria Vassalou, Goldman Sachs Asset Management , is below. And that led her to various jobs at Wasserstein Perella McKinsey’s Asset Management Group. So I was relating asset prices to GDP growth, to investment growth, to default rest, to factors like this.

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Advisor Perspectives

DECEMBER 28, 2022

billion New York-based alternative asset manager. Since its inception in 2006, Ionic has been managing proprietary strategies and customized solutions. My guest today is from Ionic Capital Management LLC, a $3.8

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Trade Brains

NOVEMBER 30, 2023

Lakh Cr worth of Assets Under Management (AUM), which grew by 29% from the previous year. Assets Under Management (AUM) ₹2,47,379.00 Lakh Cr worth of Assets under Management (AUM), which grew by 36% from Rs. Chola’s Vehicle Finance business is its largest segment with assets worth Rs. The Company currently has about Rs.

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Trade Brains

JANUARY 21, 2024

Company Overview Jupiter Wagons Ltd, a subsidiary of the Kolkata-based Jupiter Group was founded in 2006 and has since been a leading player in the railway wagon manufacturing industry. These assets collectively represent 43% of the Company’s total assets. 491 Cr & Rs. 213 Cr respectively.

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Manufacturing Transportation Budgeting Government 105

Getting Your Financial Ducks In A Row

OCTOBER 17, 2022

Two primary goals of the IRA were to provide a tax-advantaged retirement plan to employees of businesses that were unable to provide a pension plan; in addition, to provide a vehicle for preserving tax-deferred status of qualified plan assets at employment termination (rollovers). trillion in assets, while traditional IRA are owned by 36.6

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Validea

NOVEMBER 2, 2022

It is in the 7 th percentile for the period beginning in 2006. Traditional value strategies don’t do a good job of accounting for the value of intangible assets. And the data shows it is not. The chart below shows the spread between value and growth stocks using the current year PE. Source: [link].

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Investing Investments CFP Economics 119

Random Roger's Retirement Planning

AUGUST 8, 2022

Relying on certain cross asset dynamics that usually work always working is a bad bet. RP seeks parity in risk taken across multiple asset classes, often just stocks and bonds but seems to be on a path to branch out. Much like REITs and MLPs in 2006, you see recommendations to put 15-20% in these "new" asset classes now.

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Validea

OCTOBER 5, 2022

12/29/2006 1.2% 12/29/2006 29.8% And with intangible assets rising in the economy, standard earnings calculations are becoming less and less accurate. As you can see in the chart below, if we look at just large-cap stocks, there is still an increase, but it is much less pronounced. 12/31/2007 1.0% 12/31/2008 2.1%

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CFP Valuation Economy Assets 59

The Big Picture

APRIL 18, 2023

When he began, PE was a little bit of a niche boutique sort of investment, and over the ensuing 25 years, it has grown to be really a major asset class with giant opportunities that have been expressed by then small, now very large companies, of which Blackstone is one of the largest. It is an institutionalized asset class.

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Trade Brains

JULY 5, 2023

Best Dividend Stocks Under Rs 200 : Investor has any one of the motives while investing in an asset, it is either capital appreciation or a way of earning a passive income from the asset you have invested in. respectively which indicates that the assets of the company aren’t utilized to their full potential.

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The Irrelevant Investor

APRIL 2, 2017

By Tim Ferris The Future of Asset Management "I don't have a solution, I'm just fascinated by the problem." By Morgan Housel Podcasts Ricardo Semler — The Seven-Day Weekend and How to Break the Rules "If you can't justify it absolutely, let's try to do it without."

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Validea

NOVEMBER 18, 2022

Broker-Dealers & Securities Exchanges ETF (ticker: IAI), which tracks Wall Street’s fortunes, has been gifted an inflow of $211 million—the largest it’s seen since February 2008 and its second-biggest since its inception in 2006, reports an article in Bloomberg.

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Brown Advisory

SEPTEMBER 11, 2018

This metric still has a ways to go before it reaches the sub-2% level we last saw in 2005-2006, and there is fundamental room for improvement (legacy assets from the crisis era are still working through the foreclosure pipeline).

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Brown Advisory

APRIL 20, 2022

The ambiguity surrounding securities levels is sometimes a point of frustration for NFP staff, especially in the valuing of less liquid, harder-to-ascertain level 2 and 3 assets. It should not be assumed that investments in such securities or asset classes have been or will be profitable. Define the type of investments involved, (e.g.,

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Trade Brains

FEBRUARY 6, 2024

Jana Small Finance Bank IPO Review About The Company Jana Small Finance Bank was incorporated on July 24, 2006, registered as a non-banking finance company (“NBFC”) on March 4, 2008, and was awarded non-banking finance company-microfinance institution (“NBFC-MFI”) status on September 5, 2013. Gross non-performing assets (NPAs) peaked at 3.8%

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Trade Brains

JULY 11, 2024

In 2006, 61.62% of the shares of Ambuja cement were acquired by a global cement giant named Holcim. Ambuja also plans to leverage PCIL’s assets and resources to increase the cement capacity through additional investments and debottlenecking. In 2022, Adani Group purchased the entire stake of Ambuja held by Holcim for US $ 10.5

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Random Roger's Retirement Planning

JANUARY 15, 2023

Cliff Asness jumps on the period DFA studied, 2006-2022, as being cherry-picked. DFA posted a brief paper called Liquid Alternatives: Panacea Or Just A Pain. Well some do provide better risk adjusted returns and some do not. That is less interesting to me than the comment about fixed income.

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Random Roger's Retirement Planning

AUGUST 19, 2024

Here's an article I wrote about it at theStreet.com when it first listed in late 2006. There are a couple of ETFs that track the space. One of the oldest ones is the Invesco Listed Private Equity Fund (PSP). I was not a fan out of the gate on this one.

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Trade Brains

DECEMBER 14, 2023

The Fund currently manages assets worth US $470 million. However, the fund has garnered returns of only 156.90% since its inception, which was in 2006. .) ₹13,14,971 EPS ₹115.19 Stock P/E 29.00 RoE 46.90% RoCE 58.70% Promoter Holding (%) 72.30% FII Holding (%) 12.50% Debt to Equity 0.08 Price to Book Value 12.9 as of 31st October 2023.

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The Big Picture

OCTOBER 24, 2022

They advise or directly manage about $250 billion in flying assets. RITHOLTZ: So how do you find your way from economist to analyst to asset manager? RITHOLTZ: You said, I know, I want to run assets. RITHOLTZ: What was that experience like beginning in asset management in the aisle of hurricane? NORTON: Yeah.

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The Big Picture

SEPTEMBER 3, 2024

So, so you’ve held analyst roles and a number of asset managers. And so I had a lot of contacts in Australia at that point, and one of them was the CEO of what was at the time called Colonial First State Global Asset Management. We just don’t know which, once you start doing things online, that kind of changes.

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Brown Advisory

MARCH 1, 2016

At the end of the 10 years, any assets remaining in the trust would pass to the donor’s heirs. If the trust’s assets are invested for growth and appreciate beyond the threshold rate, then there will be trust assets remaining at the end of the term that will pass to family members without any transfer taxes.

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Taxes Estate Planning Assets Communication 52

The Big Picture

AUGUST 29, 2022

And in 2006, I got a hand at ETFs. And honestly, I — I just really was like a one-man army for a little while, but then the asset started come in. Ninetry-seven, 98 percent of Vanguard’s assets came after Jack Bogle stepped down as CEO. RITHOLTZ: And — and how much has the Wells Fargo Index amassed in assets.

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Brown Advisory

SEPTEMBER 3, 2015

million in 2006, inhibiting demand and economic growth, according to the Krueger report. Meanwhile, tax revenues have declined to about 12% of GNP from more than 15% before 2006, the Krueger report said. By Taylor Graff, CFA, Asset Allocation Analyst. Moreover, emigration has reduced the population to about 3.5

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Transportation Government Economy Asset Allocation 52

Trade Brains

FEBRUARY 8, 2024

Initially focused on steel castings and components, it swiftly moved to wagon manufacturing in 2006, seizing the continuous demand for freight wagons from Indian Railways. During the stressed asset auction, Jupiter Wagons Limited acquired a 68% stake in CEBBCO for approximately Rs 100 crore.

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Manufacturing Transportation Engineering Portfolio 59

Trade Brains

FEBRUARY 14, 2023

The asset management company charges a fee in the form of an expense ratio to compensate them. To make this list, we have considered parameters like expense ratio, assets under management (AUM), trailing returns, the fund manager’s credentials, and so on. Let’s take a look at the top mutual funds for SIP in 2023. 1-yr return 2.5

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Healthcare Retirement Investments Investing 59

Cordant Wealth Partners

SEPTEMBER 8, 2022

trillion in assets and more than a third of total 401(k) assets. This is subject to these rollover assets meeting the criteria set by the plan. Microsoft 401(k) Investment Options The Microsoft 401(k) plan offers a variety of investment options covering a wide range of investment asset classes.

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Retirement Planning Retirement Planning Taxes 52

Brown Advisory

APRIL 1, 2016

Following the turmoil of the Great Recession, many market participants were lulled into complacency by seemingly steady gains in asset prices and the extended period of low interest rates. That way, assets can be sold when it makes sense to—when prices present an opportunity— not when one is forced to. The Need for Cash.

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